Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$95.5M Sell
2025
Q2
$86.7M Buy
2025
Q1
$70.2M Buy
2024
Q4
$68.5M Buy
2024
Q3
$58.9M Buy
2024
Q2
$71.7M Sell
2024
Q1
$69.3M Sell
2023
Q4
$56.1M Buy
2023
Q3
$4.68M Buy
2023
Q2
$265K Sell
2023
Q1
$270K Hold
2022
Q4
$217K Buy
2022
Q3
$95K Hold
2022
Q2
$109K Sell
2022
Q1
$164K Buy
2021
Q4
$182K Hold
2021
Q3
$171K Hold
2021
Q2
$158K Hold
2021
Q1
$141K Buy
2020
Q4
$95K Buy